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Wasatch Advisors’s McDonald's MCD Stock Holding History

Wasatch Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-159,663
Closed -$15.7M – 376
2015
Q3 		$15.7M Sell
159,663
-282,811
-64% -$27.5M 0.21% 133
2015
Q2 		$42.1M Sell
442,474
-125,230
-22% -$12.1M 0.46% 76
2015
Q1 		$55.3M Buy
567,704
+87,517
+18% +$8.3M 0.57% 53
2014
Q4 		$45M Buy
480,187
+460,587
+2,350% +$43.1M 0.47% 79
2014
Q3 		$1.86M Buy
+19,600
New +$1.87M 0.02% 321
2014
Q2 		– Sell
-13,570
Closed -$1.33M – 396
2014
Q1 		$1.33M Hold
13,570
– – 0.01% 355
2013
Q4 		$1.32M Hold
13,570
– – 0.01% 340
2013
Q3 		$1.31M Hold
13,570
– – 0.01% 332
2013
Q2 		$1.34M Buy
+13,570
New +$1.36M 0.01% 334

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return